UNITED WAY OF DEFIANCE COUNTY INC (EIN 341657011) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

KATIE CLEMENTZ

Phone

4197823510

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF DEFIANCE COUNTY INC, founded in 1988, is a small nonprofit that reported $445K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $491K exceeded revenue, resulting in a 10% operating deficit.

Mission

TO UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES IN DEFIANCE COUNTY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $368,556

Program Service Revenue $0

Investment Income $30,414

Other Revenue $45,757

TOTAL REVENUE $444,727

Expense Breakdown

Grants Paid $149,640

Salaries & Benefits $93,677

Fundraising Expenses $29,057

Program Expenses $390,771

Other Expenses $247,403

TOTAL EXPENSES $490,720

Year-over-Year Comparison

	2023	2022	Change
Revenue	$444,727	$399,218	+0.1%
Expenses	$490,720	$426,491	+0.2%
Net Income	$-45,993	$-27,273	+0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

742

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$56,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ABBY WOLFRUM	EXEC DIRECTO	40.00	Officer	$56,250	$0	$56,250
ANGIE ANKNEY	BOARD	0.25	Director	$0	$0	$0
KEN BOROFF	TREASURER	1.00	Officer Director	$0	$0	$0
SARAH CATES	BOARD	0.25	Director	$0	$0	$0
KATIE CLEMENTZ	PRESIDENT	0.25	Officer Director	$0	$0	$0
BRIAN EITINIEAR	BOARD	0.25	Director	$0	$0	$0
DEB HENCH	PAST PRESIDE	0.25	Officer Director	$0	$0	$0
MANDI KISSNER	BOARD	0.25	Director	$0	$0	$0
CHERYL KOENIG	BOARD	0.25	Director	$0	$0	$0
MARISSA OLWIN	BOARD	0.25	Director	$0	$0	$0
SONYA SELHORST	BOARD	0.25	Director	$0	$0	$0
JESSICA SHORT	BOARD	0.25	Director	$0	$0	$0
BLAKE STAMBAUGH	BOARD	0.25	Director	$0	$0	$0
MEGAN STRAUSBAUGH	BOARD	0.25	Director	$0	$0	$0
JEREMY TAYLOR	VICE PRESIDE	0.25	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$444,727	$490,720	$581,354	$-45,993
2022	$399,218	$426,491	$621,707	$-27,273
2021	$389,176	$429,773	$680,521	$-40,597
2020	$523,493	$527,866	$701,428	$-4,373
2019	$517,076	$512,274	$687,824	$4,802
2018	$508,231	$525,047	$657,764	$-16,816

UNITED WAY OF DEFIANCE COUNTY INC